Financial Advisor Trainee - Accelerated Growth & Incentives

HTU; Dallas (TX); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

401(k) plan + company match

Paid vacation

Paid holidays

Performance bonus

Job summary

HTU is seeking a trainee Financial Advisor in Dallas to participate in an education-based Accelerator Program designed to transition trainees into independent Financial Advisors within 24 months. You will develop holistic financial advice skills, market insurance products, and build a network for prospecting.

The role emphasizes licenses, travel up to 50%, and a structured mentorship. First-year earnings include base plus uncapped incentives after training completion.

Qualifications

• Gains direct sales experience marketing Insurance products.
• Develops skills for holistic financial advice to clients.
• Hones prospecting: research, targeting, networking, and communication.

Responsibilities

• Provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products.
• Coordinate content, proposals, and paperwork between field and Home Office.
• Learn product offerings and their features and benefits.
• Oversee underwriting process flow and documentation.

Skills

Sales

Networking

Communication

Prospecting

Education

Bachelor's degree or equivalent

Job description

HTU is seeking a trainee Financial Advisor in Dallas to participate in an education-based Accelerator Program designed to transition trainees into independent Financial Advisors within 24 months. You will develop holistic financial advice skills, market insurance products, and build a network for prospecting.

The role emphasizes licenses, travel up to 50%, and a structured mentorship. First-year earnings include base plus uncapped incentives after training completion.